Aims to meet a broad range of investor needs by employing three distinct approaches – manager driven, research driven and behavioral finance
Manager driven focuses on “quality” companies that are well-managed, profitable, possess solid balance sheets and are growing faster relative to peers, yet whose stocks trade at reasonable multiples. This is achieved by leveraging the deep regional resources and global sector analytic capabilities.
Research driven is based upon the partnership between our global equity portfolio managers and our equity research analysts. We seek companies with attractive valuations, ability to generate cash flow, return-focused, shareholder-friendly management, and timely catalysts that enable a stock to realize its inherent value.
Behavioral finance is based on the belief that persistent growth and value anomalies exist in markets caused by biases of market participants. These can be exploited by combining stock screening processes with fundamental research. Excess return is captured by disciplined portfolio construction and by building portfolios that are highly diversified.